Estate Planning Strategist - Executive Director

Company: Morgan Stanley & Co.
Location: New York
Posted on: February 18, 2025

Job Description:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.Responsibilities and Skills

• Work with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning.
• Must have the ability to travel to meet with the Financial Advisors and clients.
• Work closely with Financial Advisors to build relationships with ultra high net worth clients and prospects across the country by providing guidance on estate and tax planning issues.
• Simplify complex legal topics, analyses and/or structures into comprehensible terms.
• Compare and contrast estate planning alternatives, including gifting, leveraged gifting, insurance planning and philanthropic structures.
• Review, summarize and critique existing and/or proposed new estate planning documents.
• Prepare presentation materials including narrative and/or graphical summaries of documents and various strategies.
• Work with team analysts to model estate planning strategies.
• Collaborate with clients' attorneys and accountants in the implementation of the clients' estate, income tax and financial plans.
• Understand investment structures and how they may be appropriate for various estate planning entities.
• Understand Morgan Stanley trust platform, insurance and similar third-party platforms and products.
• Keep abreast and keep Financial Advisors abreast of changes in the law and developing legal trends through networking with practitioners, attending seminars and professional reading.
• Develop new marketing and educational content.
• Conduct internal training sessions.
• Series 7 (including SIE), 66 and 24 required (can be obtained post-hire).Requirements
• Bachelor's degree required. J.D. required.
• Significant prior trusts and estates experience with a law or accounting firm.
• Broad and deep knowledge of estate planning and tax planning strategies.
• Strong income tax background as related to estate planning strategies.
• Series 7 (including SIE), 66 and 24 required (can be obtained post-hire).
• Must have the ability to travel to meet with the Financial Advisors and clients.Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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Keywords: Morgan Stanley & Co., New York , Estate Planning Strategist - Executive Director, Executive , New York, New York